WP
DBJA

WealthPLAN Partners’s Innovator Double Stacker 9 Buffer ETF - January DBJA Stock Holding History

WealthPLAN Partners’s Portfolio DBJA Stock Details DBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-273
Closed -$7.72K – 1247
2023
Q2 		$7.72K Sell
273
-26,971
-99% -$741K ﹤0.01% 836
2023
Q1 		$733K Buy
27,244
+603
+2% +$15.8K 0.08% 167
2022
Q4 		$708K Buy
+26,641
New +$669K 0.05% 210

Other funds holding DBJA

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return